Experience

WealthLander

• Australia
• Investment Management
• 1 - 100 Employee

• Chief Investment Officer

  • Jan 2021 - Present

  WealthLander is a boutique investment manager that offers a Diversified Alternative Fund for wholesale investors. The Fund targets double digit returns with much lower volatility and drawdowns than equities, along with greater consistency enabling long term compounding. As the chief investment officer I have an established and successful track record of running capital previously also including with the 2020 results of Lucerne Alternative Investment Fund before WealthLander, which returned greater than 20% to investors with volatility less than a third that of equities, along with achieving similar results for many years with wholesale investing for an external party. Show less



Dynamic Asset

• Portfolio Manager

  • Jun 2016 - Present

  Dynamic Asset manages class-leading managed discretionary accounts for Australian financial advisers across both super and non-super. The investment portfolios are designed to meet very specific investment goals across liquidity and risk-return criteria, and can be blended to suit every client’s unique investment goals. This whole of business investment solution for financial advisers enables them to grow and better manage their business and investment risk. https://www.dynamicasset.com.au/adviser-home#end-to-end Show less



Pro Capital

• Sydney, Australia

• Managing Director

  • Jan 2013 - Present

  ProCapital builds long term and sustainable wealth for Dynamic Asset using a diversified outcome orientated and absolute return approach and an effective proprietary research process. Was also Portfolio Manager of the Lucerne Alternative Investment Fund during 2020 when it returned over 20% with an exceptional risk/return outcome given volatility of circa 5%. We have persistently demonstrated how diversified outcome orientated and absolute return investing can be used with great effect and greater safety to achieve results for clients. Show less



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Director of Investment Consulting

  • Jul 2011 - Dec 2012

  Led a team of advisory investment consultants and analysts advising institutional investment funds. Made numerous value adding dynamic asset allocation calls and manager selections for clients, including picking the equity rally from July 2012. It is widely recognised that I was the only Australian researcher or consultant to sack the best performing Australian equity manager before it massively underperformed. Provided model portfolio advice. Added significant new client revenue. Saved major clients significant ongoing investment costs and greatly improved portfolio performance. Show less



SafeWork NSW

• Australia
• Government Administration
• 300 - 400 Employee

• General Manager of Investments and Chief Investment Officer

  • Jun 2009 - Jul 2011

  Ran a 12 billion dollar institutional investment fund with consistent and outstanding investment performance; the fund outperformed its objectives by several percentage points, with nearly $1 billion in added value (above objectives) in just 2 years from a diversified relatively conservative fund, mostly through asset allocation decisions made in-house. Successfully anticipated the European sovereign crisis and profited from implemented tail risk and other portfolio insurance strategies. Achieved 89/100 on Great Place to Work Survey; equivalent to top 10 businesses in Australia for internal management and staff satisfaction. Achieved 100/100 score for management competence. Show less



Credit Suisse Asset Management

• Head of Diversified Assets

  • Feb 2008 - Apr 2009

  Launched a top performing multi-asset income fund (the Sustainable Income Fund) which outperformed its investment objectives by 10% in just 6 months. It continues running to this day under Aberdeen (Aberdeen acquired Credit Suisse's business in April 2009). Launched a top performing multi-asset income fund (the Sustainable Income Fund) which outperformed its investment objectives by 10% in just 6 months. It continues running to this day under Aberdeen (Aberdeen acquired Credit Suisse's business in April 2009).



van Eyk Research

• Sydney

• Head of Research

  • 2004 - 2008

  Responsible for manager research and large research team Widely regarded as best manager research in the market during that time with exceptional results from qualitative research. Achieved no 1 of 17 multi-manager Australian equity funds and outperformed objectives for International equities and Alternatives. Responsible for manager research and large research team Widely regarded as best manager research in the market during that time with exceptional results from qualitative research. Achieved no 1 of 17 multi-manager Australian equity funds and outperformed objectives for International equities and Alternatives.